TCWA
Turtle Creek Wealth Advisors’s AT&T T Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $806K | Buy |
27,849
+1,247
| +5% | +$36.1K | 0.1% | 125 |
|
2025
Q1 | $752K | Sell |
26,602
-61,219
| -70% | -$1.73M | 0.11% | 92 |
|
2024
Q4 | $2M | Buy |
87,821
+442
| +0.5% | +$10.1K | 0.46% | 46 |
|
2024
Q3 | $1.92M | Buy |
87,379
+2,863
| +3% | +$63K | 0.39% | 60 |
|
2024
Q2 | $1.62M | Buy |
84,516
+1,941
| +2% | +$37.1K | 0.37% | 58 |
|
2024
Q1 | $1.45M | Sell |
82,575
-171
| -0.2% | -$3.01K | 0.36% | 64 |
|
2023
Q4 | $1.39M | Buy |
+82,746
| New | +$1.39M | 0.41% | 64 |
|